Gradient Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,609
| Closed | -$220K | – | 163 |
|
|
2025
Q1 | $220K | Buy |
3,609
+60
| +2% | +$3.66K | 0.07% | 153 |
|
|
2024
Q4 | $201K | Buy |
+3,549
| New | +$201K | 0.06% | 151 |
|
|
2024
Q1 | – | Sell |
-4,534
| Closed | -$233K | – | 140 |
|
|
2023
Q4 | $233K | Buy |
4,534
+189
| +4% | +$9.7K | 0.09% | 133 |
|
|
2023
Q3 | $252K | Sell |
4,345
-488
| -10% | -$28.3K | 0.11% | 126 |
|
|
2023
Q2 | $309K | Buy |
4,833
+46
| +1% | +$2.94K | 0.12% | 111 |
|
|
2023
Q1 | $332K | Sell |
4,787
-22
| -0.5% | -$1.53K | 0.14% | 102 |
|
|
2022
Q4 | $346K | Sell |
4,809
-24
| -0.5% | -$1.73K | 0.16% | 94 |
|
|
2022
Q3 | $344K | Buy |
+4,833
| New | +$344K | 0.16% | 94 |
|